Operating Engineers Local 57 Legal Services Fund — Form 5500 plan (Operating Engineers Local 57)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Operating Engineers Local 57 Legal Services Fund is a benefit plan reported by Operating Engineers Local 57 under EIN 05-0390663 and plan number 502. The latest loaded filing year is 2023. The filing reports 760 participants and $658,449 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$658.4KPlan net assets, end of year$658,449
Participants760Covered participants reported
Assets / participant$866Computed: assets ÷ participants$866 (computed)
Provider compensation$200.6K3 Schedule C provider row(s)$200,600
- Plan sponsor
- Operating Engineers Local 57
- EIN
- 05-0390663
- Plan number
- 502
- Plan type
- 1
- Location
- Johnston, RI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 760 | H, C | 20240923101202NAL0020179104003 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$658.4K total assets
Net assets$658.4KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $658,449
- Net assets (EOY)
- $658,449
- Net assets (BOY)
- $588,922
Income & contributions
- Employer contributions
- $306,076
- Total contributions
- $306,076
- Total income / additions
- $318,653
Expenses & distributions
- Benefits paid
- $187,000
- Administrative expenses
- $62,126
- Total expenses
- $249,126
- Net increase / (decrease)
- $69,527
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets38%Computed ratio
Benefits paid ÷ total income59%Computed ratio
Provider comp. ÷ net assets30%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Catherine E Graziano | NONE | $93,500 | not reported in the loaded dataset | 2023 |
| Holt Law, LLC | NONE | $93,500 | not reported in the loaded dataset | 2023 |
| Ward, Fisher & Co Llp | NONE | $13,600 | not reported in the loaded dataset | 2023 |